Salesforce Partner Community integration with x-bees – Admin Guide

Introduction

Salesforce Partner Community integration with x-bees enables logging of calls between users and Salesforce leads. From x-bees, users can create new leads, search for leads, view previous interactions with them, create tasks, log activities, start a new conversation or schedule a call with the lead, as well as manage opportunities.  

Requirements

• x-bees-Standard license or higher
• Access to Wildix Salesforce Partner Community account

Installation

1. Go to WMS Settings -> PBX -> Integrations -> Cloud integrations
   

   Note:

   • In case of WMS version lower that WMS 6.05.20231110.2, the tab is named x-bees. Your PBX should be on the x-bees licensing, otherwise, the x-bees tab is greyed out.    
   • It is possible to install either Salesforce integration or Salesforce Partner Community integration with x-bees. Usage of both integrations at the same time is not supported. 
   • Your PBX should be on the x-bees licensing, otherwise, the tab is unavailable and greyed out
     
     
2. Navigate to Salesforce Partner Community and click on it:
   
   
   
3. Click Install to proceed with the activation:
   
   
   
4. The integration gets installed: